Manual entry of memberships

5 replies [Last post]

Tue, 03/02/2010 - 17:42

entrepreneur27

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Joined: 09/09/2009

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Answered

I am trying to use the membership suite to keep track of memberships purchased by another technique (not using Paypal). I see a way to manually enter memberships, and that seems to work fine to grant a role to the member. However I see these funny issues, and hope you can explain.

1. When I go into the membership management area and change the membership to "cancelled" the role is not ungranted. If I delete the entire membership (not the plan but the users membership) the role remains granted. In other words the manual functionality does not seem to ungrant roles.

2. In the display on the users account page the new membership (granted manually) shows up with a start date of 1969!

Thoughts?

Wed, 03/03/2010 - 22:42

Leighton Whiting

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Joined: 06/02/2009

Entrepreneur27, Yes,

Entrepreneur27,
Yes, memberships that are deleted or changed to canceled don't have the role removed. This was by design, but now that I think about it, changing the status to inactive should remove the role (and add the expiration role if applicable).

However, I think deleting the Membership shouldn't remove the role, that should be done only when setting the Membership to inactive. What are your thoughts on this?

I will look into the start date error as well. I haven't seen that happening, it always defaults to the time that it was added manually. Can you give me any more details about when and where this happens?

Sincerely,
Leighton Whiting

Fri, 03/05/2010 - 10:29

entrepreneur27

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Joined: 09/09/2009

If you think about using the

If you think about using the membership suite to manage memberships that got paid for by some other technique than Paypal (eg PO or check etc) then you really need to be able to adjust the membership manually. So the functionality that I think makes sense would be:

a. Have some way to expire the membership, and when that happens the role would be ungranted and the "expiry role" would be granted. The way you are proposing to handle it would probably work. It just needs to be well documented exactly what the effect is of the various options you can set (expire, delete etc).

b. Be able to renew membership somehow. Could be as simple as adding time to it but the "renew" features in the new version would ideally have a manual version too.

c. I am not too sure why deleting a membership would not change the role. Seems like if the membership is gone the member would no longer have access privileges. Dont follow your logic here, but if you explain it I might agree with it.

Mon, 03/08/2010 - 03:04

fontanat

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Joined: 03/03/2010

manual membership

Hi,

I experienced similar problems upon manual entry of a membership:

- start date set to todays date, but the expiry date is set to Dec. 31, 1969.

- played around with the different options, but could get the role ungranted.

Setting the status of these memberships to cancelled or expired/inactive should definitely have the effect of ungranting the role.

I think deleting a membership should also have the effect of ungranting a role, since once you delete, you really have no other way of keeping track of the memberships. And when you think about it, why else would you want to delete a membership this way, other than to take away the role as well.

Tom

Tue, 03/09/2010 - 06:02

Leighton Whiting

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Joined: 06/02/2009

Tom, I think the 1969 thing

Tom,
I think the 1969 thing is merely a UI issue for the admin, it is really set to None (the Checkbox for No Expiration should be checked if this number is showing) which means the user will see that their membership has No Expiration (they shouldn't see the 1969 thing). The UI is getting a makeover in Membership Suite 6 so this will definitely be taken care of in the new release, as will removing the role for manually expiration.

The reasoning behind the deleting option is that there shouldn't really be a need to delete memberships, setting them to Inactive should be sufficient for most purposes. Correct me if I'm wrong, because I am open to suggestions, but it seems like the smarter way if you want the role removed would be to set the Membership to Inactive, then have the choice to delete the membership or not. I am a fan of preserving data, so that is just my take on it.

Sincerely,
Leighton Whiting

Tue, 03/16/2010 - 03:07

fontanat

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Joined: 03/03/2010

I agree, I cannot think of

I agree, I cannot think of any reason why a membership would (or should be) permanently deleted in a production environment. Maybe, when testing something, I might want to delete a test membership, but not a biggie if I don't...

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